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Searching for Contacts by Tag (Legacy)

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Note: With Talkdesk Agent Workspace generally available, we announced — on February 21, 2022 —  the End of Life to our legacy Agent products — Main Dialer, Talkdesk Callbar, and associated Agent tabs in Main — which includes the feature(s) described below in this article. You may continue to use the legacy agent products until the EoL date. However, upon the End of Support date, Talkdesk will no longer provide fixes or enhancements to the products, so you should upgrade to Talkdesk Agent Workspace. 

Access the full Announcement here.

Access Talkdesk Agent Workspace documentation here.

 

When searching for a contact, you can filter your contacts by “tag”. A “tag” is a label that is applied to the contact for identification purposes. For example, you can apply a tag called “vip” to your best customers and then filter the contact list to show all customers with the “vip” tag.

To do this, there is a separate dropdown menu. Just select the “tag” [1] that you would like to sort the list by and the result will be a list of all contacts that have that tag.

Contacts_-_tags.png

This is helpful for viewing and compiling lists of all partners, leads, qualified leads, unresponsive contacts, etc.

By default, only 25 contacts are displayed at a time. If you click on the arrows at the bottom of the page, you will see the next 25 contacts:

Contact_-_tags_-_next.png

 

 

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